# KEVIN LEE WHITTINGTON

KEVIN LEE WHITTINGTON is an investment adviser representative (IAR) with state registration records since 2009, appearing at 6 firms. Currently registered with CHARLES SCHWAB & CO., INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2020-05-28 | present | Yes |
| [USAA INVESTMENT SERVICES COMPANY](https://search.stillhousedata.com/firm/5475) | 2018-01-08 | 2020-05-24 | — |
| [USAA FINANCIAL PLANNING SERVICES](https://search.stillhousedata.com/firm/106352) | 2017-10-12 | 2018-01-08 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2016-10-05 | 2017-09-25 | — |
| [INVEST FINANCIAL CORPORATION](https://search.stillhousedata.com/firm/12984) | 2011-11-18 | 2016-09-02 | — |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2009-03-02 | 2010-06-28 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4907341)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4907341.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.